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<h1>Scheduling a report or document to be sent to the History List </h1>
<p>A History List is a folder where you can store reports and documents. 
 You can send a report or document to the History List on a specific schedule. 
 For more information on History List, see 
<a href="Viewing_report_and_document_results.htm">Viewing 
 report and document results in your History List</a>. </p>
<p>&nbsp;</p>
<p class="whs1">Prerequisite</p>
<ul type="disc" class="whs2">
	
<li class=p><p><span>To schedule a report or document to be sent to 
 the History List in MicroStrategy Web, you must own the MicroStrategy 
 Distribution Services product. </span></p></li>
</ul>
<h2>To send a report or document to the History List on a schedule</h2>
<ol type="1" class="whs3">
	
<li class=p><p>Click the name of the report or document to execute 
 it. </p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Home</B></span> 
 menu, point to <span style="font-weight: bold;"><B>Subscribe to</B></span>, and 
 select <span style="font-weight: bold;"><B>History List</B></span>. The Subscribe 
 to History List dialog box opens.</p></li>
</ol>
<p class="whs4"><span style="font-weight: bold;"><B>Note</B></span>: 
 If Distribution Services is not installed and configured, this option 
 is listed in the File menu as <span style="font-weight: bold;"><B>Add to 
 History List</B></span>. </p>
<ol start="3" type="1" class="whs3">
	
<li class=p><p class="whs5">Type a name for the subscription 
 in the <span style="font-weight: bold;"><B>Name</B></span> field.</p></li>
	
<li class=p><p class="whs5">From the <span style="font-weight: bold;"><B>Schedule</B></span> 
 drop-down list, select a schedule or event. You can create a new schedule 
 in the Desktop Schedule Manager. </p></li>
</ol>
<ol start="5" type="1" class="whs3">
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK </B></span><span>to 
 save and close t</span>he Subscribe to History List dialog box. The file 
 will be delivered to the specified History List on the specified schedule. 
 </p></li>
</ol>
<p>To verify that you are subscribed to the report or document, at the 
 top of the page, click <span style="font-weight: bold;"><B>My Subscriptions</B></span>. 
 The subscription appears in the History List Subscriptions section.</p>
<p>To add multiple recipients to the History List schedule, perform the 
 next steps. </p>
<h2><span style="font-weight: bold;"><B>To send a report or document to multiple 
 recipients</B></span></h2>
<ol start="1" type="1" class="whs3">
	
<li class=p><p>To specify the users that will receive the report or 
 document in their History Lists, click <span style="font-weight: bold;"><B>To</B></span>. 
 The Recipients Browser dialog box opens. By default, your user name is 
 displayed in the To field. </p></li>
	
<li class=p><p>To select recipients, move one or more names from the 
 list on the left to the <span style="font-weight: bold;"><B>To</B></span> list 
 on the right. Click <span style="font-weight: bold;"><B>OK</B></span> when you 
 are finished.</p></li>
</ol>
<ol start="3" type="1" class="whs3">
	
<li class=p><p>To send the report or document to the recipients' History 
 Lists immediately after creating the subscription, select the <span style="font-weight: bold;"><B>Run 
 subscription immediately</B></span> check box.</p></li>
	
<li class=p><p>Expand the<span style="font-weight: bold;"><B> Advanced 
 Options</B></span>.</p></li>
	
<li class=p><p>To ensure that newer versions of the report overwrite 
 previous versions of the report in the recipients' History Lists, select 
 the <span style="font-weight: bold;"><B>The new scheduled 
 report will overwrite versions of itself </B></span>check box .</p></li>
	
<li class=p><p><span style="font-weight: bold;"><B>Do not deliver after</B></span>: 
 You can select a date when the subscription will expire. To do this, click 
 the calendar and select a date.</p></li>
	
<li class=p><p><span style="font-weight: bold;"><B>Allow recipients to 
 change delivery settings</B></span>: Select this check box to let the recipients 
 make changes to the settings. For example, the recipient can change the 
 prompt answers for the subscription or change the time of day the report 
 or document is sent.</p></li>
	
<li class=p><p><span style="font-weight: bold;"><B>Allow recipients to 
 change personalization</B></span>: Select this check box to let the recipients 
 make changes to the personalization. This option allows the recipient 
 to edit the subscription options. </p></li>
	
<li class=p><p><span style="font-weight: bold;"><B>Allow recipients to 
 unsubscribe</B></span>: Select this check box to let the recipients unsubscribe 
 from this scheduled delivery.</p></li>
</ol>
<p class="whs4"><span style="font-weight: bold;"><B>Note</B></span>: 
 To change the subscription settings or unsubscribe, select <span style="font-weight: bold;"><B>My 
 Subscriptions</B></span> at the top of the page.</p>
<ol start="10" type="1" class="whs3">
	
<li class=p><p>If you want to have a delivery notification email sent 
 when the delivery is sent, select the <span style="font-weight: bold;"><B>Send 
 notification to email address</B></span> check box. </p></li>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span> to 
 save and close. The Subscribe to History List dialog box closes. The file 
 will be delivered to the specified recipients' History Lists on the specified 
 schedule. </p></li>
</ol>
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